Business Development Manager (North)
Agilio Software Group is a leading UK healthcare operations software provider, delivering mission-critical solutions that help healthcare organisations operate efficiently and compliantly.
Patient Plan Direct, now part of Agilio Software Group, is an award-winning dental membership plan provider with over 15 years’ experience. The business supports dental practices with a simple, flexible, practice-branded approach to patient plans, backed by expert advice and first-class customer support.
We are currently recruiting for a Business Development Manager (North of England) within Patient Plan Direct as part of our continued growth.
The Business Development Manager role: The primary focus of this role is to drive two key types of new business opportunities within your region:
Practices looking to switch from competitor providers, and Practices transitioning from NHS to private dentistry.
These opportunities will be generated through centrally driven marketing activity that produces inbound enquiries, as well as through your own proactive lead-generation efforts across a range of prospecting activities. In addition to new business development, you will be responsible for maintaining and developing strong relationships with 45-50 existing client practices in your region.
Business Development Manager Key Responsibilities:
New Business Development
* Manage inbound new business leads; qualify, scope, and convert high-value opportunities with strong ARR uptake.
* Conduct NHS viability analysis and present clear, commercially sound recommendations.
* Deliver compelling proposals and presentations tailored to practice objectives.
* Provide in-practice support for NHS → private transitions, including:
* Handling patient enquiries/objections in person, via email, and by phone.
* Implementing simple systems and processes to support a smooth transition.
Onboarding new clients (hands-on):
* Collate setup information and liaise with Design and Client Services to build the practice on our portal and produce plan promo materials.
* Edit and collate templated letters (competitor switch/NHS conversion), coordinating with Client Services and the practice.
* Deliver training in practice (Client Services train on our portal); cover plan promotion, onboarding insights, Global Dental Scheme A&E, and specific plan objectives.
* Engage in typical BD activity to support pipeline health: exhibitions, Henry Schein Accelerate programme, webinar presentations, partner interactions, developing referral channels, networking, social media, and small-scale events.
* Refer clients to partner companies within our network to support broader practice needs and encourage reciprocal referrals.
* Maintain accurate CRM hygiene: full history of every client and prospect, opportunity stages, activities, notes, and next steps.
* Manage a high-velocity pipeline to drive strong conversion rates and cycle times.
Client Success, Retention & Growth
Hold structured annual review meetings (encouraged virtually where possible) with planned touchpoints in between.
Support practices to retain plan patients and nurture growth where possible during the first 18–24 months.
Liaise closely with Client Services to manage onboarding and ongoing needs.
Proactively identify support requirements and referral opportunities in line with the Client Engagement Commitment (CEC).
Targets & KPIs
* New business annual target: 9,600 patients (approx. £150k ARR + registration fee income).
* Client book responsibility: protect ~£500k ARR.
* Time allocation: 60–70% new business; 30–40% onboarding and ongoing support.
* Pipeline metrics: conversion rate, sales cycle time, and forecast accuracy.
* CEC compliance: completion of annual reviews and interim touchpoints.
* CRM quality: completeness, timeliness, and data accuracy
The skills and experience which we are looking for in a Business Development Manager are:
Essential
* Proven experience in field-based business development or consultative sales
* Strong ability to convert inbound leads and generate new business opportunities
* Confident building and maintaining long-term client relationships
* Commercially astute, with experience presenting proposals and handling objections
* Comfortable delivering presentations and training in-person and virtually
* Highly organised, with strong CRM discipline and pipeline management
* Experience within dental, healthcare, or NHS environments desirable
* Self-motivated, results-driven, and comfortable working in a fast-growth business
Additional Information
Job type:
Field-based, working from home with regular time in territory (North England).
In person for most new business meetings and training; virtual where appropriate for client review meetings.
Occasional overnight stays: approx. 2–5 per month.
Head Office (WA7 1LZ): visits for team meetings at least once per quarter.
Salary: Competitive salary with generous uncapped commission and benefits
Income Protection
Life Assurance
Enhanced pension
Health Cash plan
28 days annual leave + bank holidays
Sick pay scheme
A range of flexible benefits available through our Agilio Flex portal
If you feel you have what it takes to join our team, we look forward to receiving your application